CBAOF (FIBRA Terrafina) Forward Rate of Return (Yacktman) %: 16.67% (As of Sep. 2025) — 43% Below Median

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CBAOF FIBRA Terrafina CBAOF
74 GF Score
Price $1.94
GF Value $2.14
! 6 Warning Signs
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What is FIBRA Terrafina Forward Rate of Return (Yacktman) %?

FIBRA Terrafina CBAOF 74 Forward Rate of Return (Yacktman) % is 16.67% as of Sep. 2025, which is 43% below its 10-year median of 29.15. GuruFocus rates CBAOF with a GF Score™ of 74/100 and a GF Value™ of $2.14. The stock has 6 warning signs investors should review.

Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. FIBRA Terrafina's forward rate of return for was 16.67%.

The historical rank and industry rank for FIBRA Terrafina's Forward Rate of Return (Yacktman) % or its related term are showing as below:

CBAOF' s Forward Rate of Return (Yacktman) % Range Over the Past 10 Years
Min: 13.44   Med: 29.15   Max: 34.54
Current: 16.88

During the past 12 years, FIBRA Terrafina's highest Forward Rate of Return was 34.54. The lowest was 13.44. And the median was 29.15.

CBAOF's Forward Rate of Return (Yacktman) % is not ranked
in the REITs industry.
Industry Median: 7.93 vs CBAOF: 16.88

Unlike the Earnings Yield %, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.


FIBRA Terrafina  (OTCPK:CBAOF) Forward Rate of Return (Yacktman) % Explanation

Unlike the Earnings Yield, the Forward Rate of Return uses the normalized Free Cash Flow of the past five years, and considers growth. The forward rate of return can be thought of as the return that investors buying the stock today can expect from it in the future.

For the growth part of the Forward Rate of Return calculation, GuruFocus uses the 5-year average growth rate of EBITDA per share as the growth rate, and the growth rate is always capped at 20%. For the Free Cash Flow we use per share data averaged over five years. The reason we use five years is to make it comparable to the growth rate.


Be Aware

In the Forward Rate of Return calculation, the growth rate is added directly to today's free cash flow yield. Therefore the calculation is reliable only if the company can grow at the same rate in the future as it did in the past. Investors should pay close attention to this when researching growth stocks. A more accurate measurement for return is Return on Capital.


FIBRA Terrafina Forward Rate of Return (Yacktman) % Related Terms


FIBRA Terrafina Forward Rate of Return (Yacktman) % Historical Data

* Premium members only.

The historical data trend for FIBRA Terrafina's Forward Rate of Return (Yacktman) % can be seen below:

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

FIBRA Terrafina Forward Rate of Return (Yacktman) % Chart

FIBRA Terrafina Annual Data
Trend Dec15 Dec16 Dec17 Dec18 Dec19 Dec20 Dec21 Dec22 Dec23 Dec24
Forward Rate of Return (Yacktman) %
Get a 7-Day Free Trial Premium Member Only Premium Member Only 13.65 29.05 32.55 29.74 29.72

FIBRA Terrafina Quarterly Data
Dec20 Mar21 Jun21 Sep21 Dec21 Mar22 Jun22 Sep22 Dec22 Mar23 Jun23 Sep23 Dec23 Mar24 Jun24 Sep24 Dec24 Mar25 Jun25 Sep25
Forward Rate of Return (Yacktman) % Get a 7-Day Free Trial Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only Premium Member Only 28.97 29.72 29.47 26.93 16.67

CBAOF vs PLD, PSA, EXR: Forward Rate of Return (Yacktman) % Comparison

For the REIT - Industrial subindustry, FIBRA Terrafina's Forward Rate of Return (Yacktman) %, along with its competitors' market caps and Forward Rate of Return (Yacktman) % data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.


FIBRA Terrafina Forward Rate of Return (Yacktman) % vs REITs Industry

For the REITs industry and Real Estate sector, FIBRA Terrafina's Forward Rate of Return (Yacktman) % distribution charts can be found below:

* The bar in red indicates where FIBRA Terrafina's Forward Rate of Return (Yacktman) % falls into.


CBAOF
74GF Score
FIBRA Terrafina CBAOF
Forward Rate of Return (Yacktman) % is just one metric. See GF Score™, valuation, warning signs, and more.
View Full Analysis

FIBRA Terrafina Forward Rate of Return (Yacktman) % Calculation

Forward Rate of Return is a concept that Don Yacktman uses in his investment approach. Yacktman explained the forward rate of return concept in detail in his interview with GuruFocus. Yacktman defines forward rate of return as the normalized free cash flow yield plus real growth plus inflation. He said in the interview (March 2012, when the S&P 500 was at about 1400):

If the business is stable, this calculation is fairly straightforward. For instance, on the S&P 500 we would normalize earnings. We would then calculate what percentage of those earnings are not reinvested in the underlying businesses and are therefore free. Historically, for the S&P 500, this has been just under 50% of earnings. Currently, we expect the S&P to earn about 70 on a normalized basis, a number which is far below reported earnings due to our adjusting for record high profit margins. $70 X ½ / 1400 gives you a normalized free cash flow yield of approximately 2.5%.

The historical real growth rate of the S&P 500 (companies) is about 1.5%. Assuming an inflation rate of 2.5%, the forward rate of return on an investment in the S&P 500 is about 6.5% today (2.5% free cash flow yield plus 1.5% real growth plus 2.5% inflation).

FIBRA Terrafina's Forward Rate of Return of Sep. 2025 is

Forward Rate of Return=Normalized Free Cash Flow/Price+5-Year EBITDA Growth Rate
=0.18780952/1.94+0.0973
=19.41 %

* For Operating Data section: All numbers are indicated by the unit behind each term and all currency related amount are in USD.
* For other sections: All numbers are in millions except for per share data, ratio, and percentage. All currency related amount are indicated in the company's associated stock exchange currency.

What does a Forward Rate of Return (Yacktman) % of 16.67% mean?
FIBRA Terrafina (CBAOF) has a Forward Rate of Return (Yacktman) % of 16.67% as of Sep. 2025. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on FIBRA Terrafina and its competitors. This is 43% below median its historical median of 29.15. Over the past decade, FIBRA Terrafina's Forward Rate of Return (Yacktman) % has ranged from 13.44 to 34.54.
Is FIBRA Terrafina's Forward Rate of Return (Yacktman) % too high?
FIBRA Terrafina's current Forward Rate of Return (Yacktman) % of 16.67% is 43% below median its 10-year median of 29.15. Over the past 10 years, this metric has ranged from a low of 13.44 to a high of 34.54. The REITs industry median Forward Rate of Return (Yacktman) % is 7.93. FIBRA Terrafina's value of 16.67% is 110.2% above this industry median. Overall, FIBRA Terrafina has a GF Score™ of 74/100, reflecting its overall financial health beyond just this single metric.
How does FIBRA Terrafina's Forward Rate of Return (Yacktman) % compare to PLD and PSA?
FIBRA Terrafina's Forward Rate of Return (Yacktman) % of 16.67% can be compared against companies in the REITs industry. The industry median Forward Rate of Return (Yacktman) % is 7.93. FIBRA Terrafina's value of 16.67% is 110.2% above this benchmark. Historically, FIBRA Terrafina's own Forward Rate of Return (Yacktman) % has ranged from 13.44 to 34.54 over the past decade. While the company's 10-year median is 29.15 vs. the industry median of 7.93, FIBRA Terrafina has consistently been above the industry average. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Forward Rate of Return (Yacktman) % for a REITs company?
The median Forward Rate of Return (Yacktman) % among REITs companies is 7.93, based on 635 companies in the industry. Companies in the top quartile (top 25%) have a Forward Rate of Return (Yacktman) % significantly above this median, while those in the bottom quartile fall well below. However, Forward Rate of Return (Yacktman) % should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. FIBRA Terrafina's current Forward Rate of Return (Yacktman) % of 16.67% is 110.2% above the industry median. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Forward Rate of Return (Yacktman) % mean?
A high Forward Rate of Return (Yacktman) % can signal that a stock is expensive relative to its fundamentals. Yacktman's forward rate of return equals the sum of normalized free-cash-flow yield plus earnings growth. View historical data on FIBRA Terrafina and its competitors. For the REITs industry, the median Forward Rate of Return (Yacktman) % is 7.93 — values significantly above this may indicate overvaluation, while values below may suggest a bargain or underlying issues. FIBRA Terrafina's current Forward Rate of Return (Yacktman) % is 16.67%, which is 43% below median its own 10-year median of 29.15. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is FIBRA Terrafina stock overvalued right now?
FIBRA Terrafina (CBAOF) has a current Forward Rate of Return (Yacktman) % of 16.67%. The stock's GF Value™ is $2.14, compared to a current price of $1.94 — trading 9.3% below its estimated fair value. The current Forward Rate of Return (Yacktman) % is 16.67%, which is 43% below median its 10-year median of 29.15 and 110.2% above the REITs industry median of 7.93. FIBRA Terrafina's overall GF Score™ is 74/100 with 6 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Forward Rate of Return (Yacktman) % calculated?
Forward Rate of Return (Yacktman) % is calculated from a company's financial statements. For FIBRA Terrafina (CBAOF), the current Forward Rate of Return (Yacktman) % is 16.67% as of Sep. 2025. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is FIBRA Terrafina (CBAOF) Overvalued in 2026?

Based on GuruFocus' analysis, FIBRA Terrafina stock appears to be undervalued. The current stock price of $1.94 is trading 9.3% below its estimated GF Value™ of $2.14.

Key valuation signals for CBAOF:

  • Forward Rate of Return (Yacktman) %: 16.67% (43% below median its 10-year median of 29.15)
  • GF Value™: $2.14 vs. price of $1.94 (9.3% below fair value)
  • GF Score™: 74/100 with 6 warning signs
  • Industry Position: 110.2% above the REITs median

No single metric tells the full story. See the CBAOF stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.


FIBRA Terrafina Business Description

Industry Real EstateREITs
Address Avenue Paseo de la Reforma 115, Lomas de Chapultepec, 9th floor, Mexico City, MEX, 11000
FIBRA Terrafina is a real estate investment trust that acquires, owns, and develops industrial properties throughout Mexico. The company's properties consist of light manufacturing buildings as well as attractive distribution centers, optimally located. The properties that make up portfolio consist of 300 real estate properties, including 289 developed industrial properties and are located throughout 32 cities in 16 states.
74GF Score

Get the complete analysis for CBAOF

Forward Rate of Return (Yacktman) % is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

$1.94
Price
$2.14
GF Value